SEC 13F Intelligence

INNOVATOR ETFS TRUST

CUSIP 45784N866

Innovator Etfs Trust has 34 institutional holders in Filings Flow’s 13F database, together reporting 2.93M shares worth $82M as of Q1 2026. The largest reported holders are Berkshire Money Management, Inc., Luminist Capital LLC, and Cetera Investment Advisers.

Institutional Holders
34
Q1 2026
Reported Value
$82M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 33Q4 ’25Q1 ’26: 34Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $21MQ4 ’25Q1 ’26: $82MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Berkshire Money Management, Inc.$976M AUM6.54%$64M2.23MQ1 2026OLDER
FIDUCIARY FINANCIAL GROUP, LLC$882M AUM0.26%$2M71.1KQ2 2026
Faithward Advisors, LLC$701M AUM0.14%$1M35.3KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.12%$520,14718.3KQ4 2025OLDER
Diligent Investors, LLC$404M AUM0.07%$298,11610.4KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.05%$291,09310.2KQ1 2026OLDER
GILL CAPITAL PARTNERS, LLC$348M AUM0.03%$113,3134.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.03%$516,05618.0KQ1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.02%$69,5422.4KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M39.0KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.02%$38,0521.2KQ2 2026
TopTier Wealth Management, LLC$163M AUM0.02%$26,802935Q1 2026OLDER
PFS Partners, LLC$218M AUM0.02%$33,5391.2KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$308,95610.9KQ4 2025OLDER
Legacy Wealth Managment, LLC/ID$201M AUM0.01%$13,129458Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$1M40.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$3M120.9KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$37,5511.3KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$128,9924.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M66.5KQ1 2026OLDER
PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM0.00%$25,512890Q1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$346,84812.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$554,09219.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$50,5941.8KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$458,58316.0KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$75,6472.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$67,7352.4KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$231,9578.1KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$785,16327.4KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$13,804500Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$49,8231.8KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M45.5KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$463,42716.2KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.